Guide to Case Analysis
Identify
Vision – Mission
Business Model
Objectives: Financial/Non-Financial - Short Term/Long Term
Evaluate
1. Industry
Five Forces – Look at the industry today
Industry/Product Life Cycle
Driving Forces – Look at the industry’s future in terms of the general business environment
• Demographic, Socio-cultural, Political-Legal, Technological, Economic, Global
Diversification Strategies (Related/Unrelated/Test of Attractiveness)
Global Strategies
Economic Traits
• Nature of costs in the industry
• Profit Pools
Key Success Factors
Implications
2. Competition
Competitive Intelligence – Identify and understand rivals’ strengths & weaknesses relative to industry KSF
Strategic Group Map [ if available ]
Implications
3. Company
Identify Current Business Strategy
• Does it make sense? Why or why not?
Diversification Strategies (Related/Unrelated/Test of Attractiveness) [ if available/applicable ]
Global Strategies [ if available/applicable ]
How Well Has Current Strategy Been Executed
•
Financial Performance
Portfolio Analysis - BCG Matrix [ if available/applicable ]
Organizational Structure/Design/Governance [ if available ]
Corporate Culture/Corporate Social Responsibility [ if available ]
Implications
SWOT (Strengths, Weaknesses, Opportunities, Threats)
Analysis
Implications
Competitive Advantages
Identify – Are they sustainable?
Implications
Value Chain
Analysis
Implications
Recommendations
Consistent With Above Analysis